PGZ

Principal Real Estate Income Fund
PGZ

Overview Fund Activity

28 hedge funds and large institutions have $18.7M invested in Principal Real Estate Income Fund in 2023 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 8 closing their positions.

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.44%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
9
Reduced
7
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BI
1
Bulldog Investors
New Jersey
$1.34M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$1.22M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.53M
4
CCP
4
Clough Capital Partners
Massachusetts
$411K
5
Wells Fargo
5
Wells Fargo
California
$478K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$107K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$131K
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
CPRC
4
Consolidated Portfolio Review Corp
New York
$0
5
AAS
5
Avantax Advisory Services
Texas
$203K
Name Market Value Shares Shares
Change 		Shares
Change %
SCM
1
Saba Capital Management
New York
$5.88M 621,172 +4,653 +0.8%
Morgan Stanley
2
Morgan Stanley
New York
$3.53M 373,495 +29,976 +9%
RVPG
3
Relative Value Partners Group
$1.47M 155,088 -14,110 -8%
BI
4
Bulldog Investors
New Jersey
$1.34M 141,491 +141,491 New
RP
5
Riverbridge Partners
Minnesota
$1.26M 132,933 -10,512 -7%
Osaic Holdings
6
Osaic Holdings
Arizona
$1.22M 128,854 +69,559 +117%
First Trust Advisors
7
First Trust Advisors
Illinois
$738K 77,985 +3,468 +5%
Wells Fargo
8
Wells Fargo
California
$478K 50,494 +25,099 +99%
CCP
9
Clough Capital Partners
Massachusetts
$411K 43,429 +25,273 +139%
RJA
10
Raymond James & Associates
Florida
$347K 36,699 +1,775 +5%
Bank of Montreal
11
Bank of Montreal
Ontario, Canada
$241K 22,000 – –
PAG
12
Private Advisor Group
New Jersey
$235K 24,790 -1,050 -4%
AAS
13
Avantax Advisory Services
Texas
$203K 21,501 -17,356 -45%
IP
14
Intellectus Partners
California
$157K 16,568 +1,259 +8%
GVAG
15
Great Valley Advisor Group
Delaware
$151K 16,000 – –
NA
16
NewEdge Advisors
Louisiana
$140K 14,804 +1,305 +10%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$135K 14,292 +14,292 New
RCM
18
Robinson Capital Management
Michigan
$134K 14,085 – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$131K 13,842 -41,387 -75%
SWM
20
SeaCrest Wealth Management
New York
$124K 13,106 +13,106 New
IAIM
21
International Assets Investment Management
Florida
$119K 12,600 – –
SFS
22
Shaker Financial Services
Virginia
$107K 11,315 -54,414 -83%
HCM
23
Hollencrest Capital Management
California
$58.1K 6,140 – –
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$37K 3,906 +3,906 New
IRC
25
Investors Research Corp
Georgia
$23.7K 2,500 – –
1
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